Financial Planning Financial Planners locations near Portage, MI

Derby Financial

📍 8145 Valleywood Ln Ste A, Portage, MI, 49024

📞 269-321-5047

Serving Portage, MI and outlying areas, Sandy Derby of Derby Financial is offering the following services not limited to; investments, estate planning.

Bright Financial Advisors

📍 450 W Centre Ave Ste C, Portage, MI, 49024

📞 269-373-2700

🌐 brightmortgage.com

Bright Financial Advisors is a financial planning firm located in Portage, Michigan. They offer a range of services including estate planning, mortgages, real estate, and stocks. With an active online presence as of 2026, they are positioned to assist clients with various financial needs.

Oak Point Financial Group

📍 721 W Centre Ave, Portage, MI, 49024

📞 269-532-1907

Ameriprise Financial

📍 8175 Creekside Dr Ste 226, Portage, MI, 49024

📞 269-321-5105

Superior Financial Group

📍 1651 W Centre Ave Ste 250, Portage, MI, 49024

📞 269-321-8600

Jason Klein M & Associates Financial Planning

📍 8175 Creekside Dr, Portage, MI, 49024

📞 269-321-5002

Harbinger Financial Group Inc.

📍 5220 Lovers Ln Ste 130, Portage, MI, 49002

📞 269-553-0805

🌐 harbingerfinancialgroup.com

Harbinger Financial Group specializes as a financial planner, providing life insurance, annuities, long term care insurance, life insurance quotes and more

Campbell Accounting Inc

📍 7127 S Westnedge Ave, Portage, MI, 49002

📞 269-329-2600

RIX Accountants Inc

📍 7127 S Westnedge Ave Ste 5b, Portage, MI, 49002

📞 269-329-2600

Nutter Sanny CFP

📍 1624 W Centre Ave, Portage, MI, 49024

📞 269-492-9600